Building client relationships

How people manage their cash can be driven by fear, comfort, or the need to control. We look at the psychology behind it – and how advisers can use those insights to strengthen client trust and wellbeing.

The Great Wealth Transfer is reshaping financial advice. Flagstone's Claire Jones explores how advisers can protect clients’ cash, navigate family dynamics, and use smart tech to turn complexity into opportunity.

Navigating different life stages and market changes in portfolios can be tricky – but with the right preparation and open communication, advisers set themselves up for an easier journey supporting their clients with expected and unexpected change.

How do advisers deliver a personal, proactive service without working 24 hours a day? How do they ensure clients always feel valued and supported? Our dedicated referral portal helps in three key ways.

A staggering 73% of IFAs say they’re likely to include AI-based applications in their advice process. Find out how AI can elevate your client service while maintaining the essential human touch.   

Ethical advice isn’t optional - it’s essential. Prioritise people, manage risks, and lead with integrity in every client conversation.

As the clock ticks down to 31 July, 2023, advisers face a race against time to implement Consumer Duty. So what exactly is it? And how can you make sure you’re best placed to hit the ground running?

Help clients make the most of rising rates with Flagstone - the UK’s leading cash deposit platform. Access hundreds of savings accounts, market-leading rates, and FSCS protection through one simple application.

Cultivating lasting client connections is essential to the continued success of any financial adviser. Here are key strategies to establish positive client relationships.